Feb 27 • AI Discussions
FRIDAY TOP TIP
🎉 Friday Top Tip: Use Excel Agent Mode to build an interactive live dashboard.
The tip 👇Use Excel Agent mode (Copilot) to turn a raw data set into a live, interactive dashboard where you can ask questions in plain English and get instant insights — no formulas gymnastics required 🧠✨
🧠 What Excel Agent Mode does (in human terms)
- You tell Excel what insight you want
- It figures out: Charts 📊 Pivot logic 🔁 Filters & slicers 🎚️
- You interact with the dashboard by asking questions, not rewriting formulas
Think: “Show me trends, not tables”.
✅ Why this is ridiculously useful
- 🚀 Speed
- 🗣️ Natural language
- 🔄 Live & interactive
- 🧑🤝🧑 Built for non-Excel wizards
- 🎯 Better decisions, faster
🧪 Perfect use cases
- Weekly performance reviews
- Sales & pipeline tracking
- Ops & productivity insights
- “What’s actually happening?” leadership dashboards
🧠 Bink’s Bottom Line
Excel Agent mode turns Excel from a spreadsheet into a conversation.
And conversations beat spreadsheets every single time 😉✅
The Prompt;
♟️ THE PROMPT
Objective:
Create a clear, executive‑ready dashboard for performance tracking.
Instructions:
- Build a dashboard that includes:
- A table + chart showing Top 10 Customers by Quantity
- A separate chart showing Top 10 Customers by Revenue
- Supporting visual chart
- Show:
- Top 5 Selling Games by Revenue
- Table + chart
- Top 5 Selling Consoles by Revenue
- Table + chart
- Ensure:
- All tables and charts are separate
- Visuals are clean, professional, and easy to interpret.
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